Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,288 | $114,013-91.9% | $103,693-91.0% | $155,188-94.0% |
| Participation rate | 78.9% | 75.2%+3.7pp | 72.6%+6.3pp | 80.8%-1.9pp |
| Annual return | 13.39% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,013 | $4,970-19.3% | $4,579-12.4% | $6,531-38.6% |
| Admin fee / account holder | $6,040 | $8,407-28.2% | $7,858-23.1% | $14,480-58.3% |